Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
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Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
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Flat fee wealth manager Bancroft Wealth has launched a campaign to highlight its view that financial advice is too expensive and fees based on a percentage of assets under advice are “unfair.”
Read more ...The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’
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The FCA, PRA and Bank of England are consulting on an updated Complaints Scheme to make it simpler and more "user friendly."
Read more ...The Treasury is consulting on proposals to make it harder to promote unauthorised financial products via authorised firms.
Read more ...The Chartered Insurance Institute will check the effectiveness of diversity policies at Chartered Corporate firms from 2021 when the renew their status.
Read more ...The loss of face to face client engagement due to the Coronavirus pandemic is hitting advisers ability to find new clients, according to 73% of advisers polled for a new survey.
Read more ...UK and international SIPP provider Momentum Pensions is rebranding its SIPP business as iPensions Group to underline its technology-led strategy.
Read more ...Two fraudsters - jailed for their roles in a £415,000 boiler room investment fraud involving worthless coloured diamonds - have been ordered to pay back £172,987.
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The Government has unveiled an independent Fintech Strategic Review to establish priorities for the sector and to support the continuing growth of UK fintech.
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